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    Impact through governance

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    Formation & Governance

    For Founders and Executives

    Comprehensive services for incorporating legal entities, drafting essential policies, and creating detailed strategic reports. Navigate the legal requirements of entity formation, develop clear and effective governance policies, and produce reports that support organizational growth. Create a strong foundation for running a compliant, impactful organization. 

    Incorporation

    Assisting organizations with the legal formation and registration process for social impact entities ensuring compliance with IRS regulations.

    • Partnerships
    • Limited Liability Companies
    • Corporations
    • Benefit Companies/Corporations

    IRS Tax Exemption

    Guiding organizations through the filing process for IRS tax exemption applications (Form 1023), ensuring all necessary documentation and compliance requirements are met.

    Governance Policies

    Creating robust governance frameworks that define roles, responsibilities, and decision-making processes to promote transparency, accountability, and effective leadership.

    Endowment Policies

    Developing comprehensive policies that ensure sustainable growth and responsible management of endowment funds, aligning financial strategy with organizational goals.

    Advisory Committee Charters

    Designing clear and actionable charters for advisory committees, outlining their purpose, scope, and operational guidelines to support strategic initiatives and organizational success.

    Strategic Planning Reports

    Creating detailed strategic planning reports that provide actionable insights, align organizational priorities, and set clear goals for long-term growth and impact.

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    Impact through strategy

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